{"url":"https://nivawealth.com/firms/market-investment-group-334248","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/334248","regulatoryAum":416448715,"crd":"334248","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6621467","suffix":null,"lastName":"Goolsby","firstName":"Danny","middleName":"James"},{"crd":"6368472","suffix":null,"lastName":"KLOEFKORN","firstName":"LARRY","middleName":"D"},{"crd":"6642663","suffix":null,"lastName":"McCoy","firstName":"Jonathon","middleName":"David"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-07","regulatoryAum":126142341,"clients":658,"employees":38,"offices":4},{"filedOn":"2026-09-22","regulatoryAum":416448715,"clients":1814,"employees":33,"offices":3}],"secFileNumber":"801-132106","legalName":"Market Investment Group, LLC","displayName":"Market Investment Group","slug":"market-investment-group-334248","website":"https://retirementhelp.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/market-advisory-group/","founded":null,"organization":"Kansas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"110 East Waterman Street, Suite 150","city":"Wichita","state":"KS","stateName":"Kansas","country":"United States","postalCode":"67202"},"tradeNames":[],"registration":{"secApproved":"7 March 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":229574.81532524808,"staff":{"employees":33,"advisory":19,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":416448715,"discretionary":416448715,"discretionaryAccounts":3850,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1752,"regulatoryAum":323648480},{"label":"High-net-worth individuals","clients":62,"regulatoryAum":92800235}],"feePrograms":[{"role":"other","program":"Financial Planning","summary":"Financial planning is billed at an hourly fee of up to $500 per hour or a fixed fee of up to $10,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058636","versionId":1058636,"submittedOn":"2026-09-22","documentName":"MARKET INVESTMENT GROUP, LLC FORM ADV BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T11:28:54.863854+00:00","documents":[{"name":"MARKET INVESTMENT GROUP, LLC FORM ADV BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058636","versionId":1058636,"submittedOn":"2026-09-22"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":284531348},{"name":"Lincoln Financial Investment Services Corporation","shortName":"Lincoln Financial Investment Services","location":"Fort Wayne, IN","smaAssets":131917367}],"custodyNote":"Market Investment Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Danny Goolsby","title":"Managing Member","crd":"6621467"},{"name":"Billy Ramsey","title":"Manager/COO/CCO","crd":"8030219"}],"ownership":[{"label":"Danny Goolsby","detail":"Managing member in the 75% or more ownership band and a control person, since September 2026."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Kansas","offices":2,"addresses":[{"street":"110 East Waterman Street, Suite 150","city":"Wichita","headquarters":true},{"street":"5267 W 95th Street","city":"Overland Park"}]},{"state":"Missouri","offices":1,"addresses":[{"street":"9182 NW Skyview Ave","city":"Kansas City"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"316-252-8707","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":7},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":81},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":0},"sources":{"adv1FilingDate":"22 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/334248/PDF/334248.pdf","brochureDate":"22 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058636","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Market Investment Group have?","answer":"Market Investment Group has 1,814 clients and manages $416 million for them, as of September 2026. They include 1,752 individual clients and 62 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Market Investment Group offer?","answer":"Market Investment Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Market Investment Group use?","answer":"Market Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $285M and Lincoln Financial Investment Services Corporation (Fort Wayne, IN), with $132M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Market Investment Group have?","answer":"Market Investment Group has 3 investment adviser representatives registered with state securities authorities, out of 33 employees, and 19 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Market Investment Group invest in?","answer":"At the end of its last fiscal year, Market Investment Group’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 7% exchange-traded equities, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Market Investment Group?","answer":"Market Investment Group’s direct owner is Danny Goolsby (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Market Investment Group get paid?","answer":"Market Investment Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Market Investment Group?","answer":"Market Investment Group’s main office is at 110 East Waterman Street, Suite 150, Wichita, KS 67202. Its phone number is 316-252-8707. Its website is retirementhelp.com.","source":"Form ADV Part 1A, Item 1.F, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}